-1.7%
HBAN vs AFRM
-24.5%
+22.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.9% | -8.5% | +6.6% | -0.6% |
| 30D | -5.9% | -11.4% | +5.5% | -4.3% |
| 3M | +0.2% | +8.2% | -8.0% | -1.6% |
| 6M | +6.6% | +36.6% | -30.0% | -0.3% |
| YTD | -1.7% | -8.7% | +6.9% | -3.2% |
| 1Y | -1.7% | -19.9% | +18.2% | -4.2% |
| All | -1.7% | -24.5% | +22.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AFRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling